Citadel Advisors

Citadel Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Citadel Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	13264
2025 Q4	–	Hold	0	–	–	–	12938
2025 Q3	–	Sell	-67,503	Closed	-$2.86M	–	13038
2025 Q2	$2.86M	Buy	+67,503	New	+$2.65M	﹤0.01%	5055
2025 Q1	–	Sell	-34,243	Closed	-$1.39M	–	14702
2024 Q4	$1.39M	Buy	+34,243	New	+$1.4M	﹤0.01%	6381
2023 Q3	–	Sell	-42,296	Closed	-$1.31M	–	14447
2023 Q2	$1.31M	Buy	42,296 +14,396	+52%	+$422K	﹤0.01%	5918
2023 Q1	$803K	Buy	+27,900	New	+$789K	﹤0.01%	7273
2022 Q1	–	Sell	-9,064	Closed	-$299K	–	13791
2021 Q4	$299K	Buy	+9,064	New	+$291K	﹤0.01%	10931
2021 Q2	–	Sell	-20,708	Closed	-$584K	–	13805
2021 Q1	$584K	Buy	+20,708	New	+$568K	﹤0.01%	9342

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $316M AUM